Aid Eligibility Comparison Report
WREN College Planning Resources Services & Solutions
What-If Analysis
The CVS System
This report will show your calculated EFC and the award history of up to 10 different colleges in a head-to-head format, and forecast your out-of-pocket expense at each. This report could save you thousands of dollars in errant assumptions about the true cost of college. Additional reports can include a detailed EFC projection for both FAFSA and PROFILE, and a "What-will-college-cost Estimate" report. )
At WREN College Planning Resources, we provide you with solutions that address multiple financial goals simultaneously: paying for college, home ownership, retirement income and lifestyle. We provide an in-depth education on financial aid formulae, as well as development of college funding plans using cash flow strategies, tax strategies, budgeting restrictions and efficient assessment of available resources for you and your family.
Our solutions are both Academic and Financial and include:
Changes in a family's financial structure may result in greater financial aid eligibility. This analysis will show the specific change and the financial aid eligibility impact. This report demonstrates the value of the recommendations, and can allow the parent(s) the opportunity to make an informed decision.
We developed this College Visit Scoring System to provide a way of measuring how well every school will match up to your student's expectations. Using our system and criteria ranking that is derived from the students educational objectives, you'll have a method of evaluating schools that goes beyond visual impressions and prevents relying too heavily on recollection. This is a numbers-based, portable system that should be used on EVERY college visit.
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WREN CPR
College Quick Reference
Consistently formatted data on more than 13,000 U.S. colleges and universities in an easy to digest and evaluate 2-page report. Up to TEN different reports are available upon request. These reports are key to efficient and accurate head to head comparisons. While this data is available elsewhere, no single source provides a more convenient display of: Cost, Freshman Academic Profile, Size, Campus Characteristics, Extra-Curricular Clubs and Activities, Majors, Affiliations, Financial Detail, Award History, Admissions & Contact Data, etc.
College Planning Resource Binder
This handsome binder contains valuable resources including financial aid reference guides, student and parent loan information, college planning calendar, scholarship information, websites and strategies. Over the life of your college planning, this binder can become the focal point of an organized approach. Clients will find that they include visit notes, application copies, college correspondence etc. in this binder.his handsome binder contains valuable resources including financial aid reference guides, student and parent loan information, college planning calendar, scholarship information, websites and strategies. Over the life of your college planning, this binder can become the focal point of an organized approach. Clients will find that they include visit notes, application copies, college correspondence etc. in this binder.
College and Retirement: You Can Do Both
This book guides parents through the confusing world of college planning. Mr. Moffitt, the president and founder of Summit College Funding and CPR-College Planning Relief™, has compiled an easy to read guidebook that dispels myths about college planning and presents thought-provoking strategies to consider while developing a plan for paying for college.
Professional Counseling
We offer meetings of up to one hour each, on the following subjects:
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Retirement projections and improvement •College Funding recommendations and design
Retirement projections and improvement •College Funding recommendations and design•Award Letter and/or Student Aid Report review • Parent cash flow improvement
Award Letter and/or Student Aid Report review • Parent cash flow improvement•FAFSA counseling (not Preparation/Submission) •Student Interview (Q/A, finance/expense insight, timeline, etc)
FAFSA counseling (not Preparation/Submission) •Student Interview (Q/A, finance/expense insight, timeline, etc) College Keystones
This monthly e-newsletter will keep you on top of the college planning calendar as well as provide insight into time-specific considerations. It will also make you aware of the latest developments in the college planning and financial aid world. Financial aid rules can change frequently and major changes are common annually.
Scholarship Search
Utilizing a database of over 17,000 scholarships, we provide a customized list of available scholarships based upon individual academic ability; desired geographic location and schools; as well as an individual's race, religion, disabilities, sports, interests, military experience and desired majors.
TACS - Tax Advantaged College Strategies Analysis
The TACS analysis includes a Recommendations Report, a “What-If” Comparison Report for upto three different tax planning scenarios, a Total Savings Projection Report and a Results Consultation Meeting with your adviser. In addition, you will receive a packet that includes a detailed description of the education tax benefits, tax capacity, the gift tax rules, the kiddie tax rules and more.
FACS - Family Funds Analysis
The FACS might include a Recommendations Report, Asset Detail Report, Income Detail Report, Total Cost Projection Report, Funding Plan Report, Detailed EFC Report, Aid Eligibility Report, “What-if” Report, Aid Eligibility “What-if” Report, and five School Comparison Reports.
Retirement Ready or Not
This process will provide you with a projection of your retirement readiness. Without this knowledge parents routinely OVERSPEND on college and find out too late that they have delayed or destroyed their retirement dreams.
WREN CPR Academic Planning Solution:
ccSpringboard
The world’s most engaging and inspiring career learning program! Helping people of all ages achieve their full potential in school, career and life, ccSpringboard is the heart of our ccEngage solution. It comes complete with our interactive Living Portfolio, Matchmaker assessment tool, multimedia occupational profiles, detailed career information, and more.
ccPathfinder
Course planning, career planning, life planning! ccPathfinder encourages high school students to think about the impact their studies have on achieving their future goals. With a few clicks, it helps them set up a complete 4-year program of courses in perfect alignment with their graduation requirements and career aspirations.
ccAcheive
The ultimate college application tool! ccAchieve gives high school students the tools to successfully manage and organize the complex process of applying to college, so they’ll be more likely to get into the school of their choice.
ccTheRealGame
Classroom experiential learning! ccTheRealGame brings the real world into the classroom, where students learn by role-playing careers and working together to build better communities. There’s nothing else like it.
Method Test Prep
Raising the score! Help your students raise their ACT and SAT scores using web-based test preparation courses from Method Test Prep.
Build My College List Report
This report shows demographics, required SAT and ACT scores, Tuition charges and more for up to 10 different colleges. Also provides information about ROTC and Athletic programs.
Chance of Acceptance Report
This report will show your chances for acceptance at up to 10 different colleges, based on your GPA, class ranking, ACT and SAT scores in a head-to-head format.
And more!
> Student Step-by-Step Timeline > College Admission Guides > College Essay Guides > Financial Aid Guides
> Parent Step-by-Step Timeline > Interactive College Maps > Scholarship Search Tips
WREN CPR Financial Planning Solution:
